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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,624.69 | 12.85 | 0.12% |
| NASDAQ | 2,367.66 | -0.80 | -0.03% |
| S&P 500 | 1,149.99 | -0.25 | -0.02% |
The investment seeks long-term capital appreciation.
The fund invests at least 80% of assets (plus borrowings for investment purposes, if any) in equity securities of U.S. small-capitalization companies. Small-capitalization companies are those companies with market capitalizations of $2.5 billion or less at the time of purchase. Investments in equity securities may include common stock and preferred stock. The fund may invest up to 20% of assets in foreign securities.
| Name | % of Total Fund Assets | |
|---|---|---|
| Phillips-Van Heusen Corporation (PVH) | 2.22 % | |
| WMS Industries, Inc (WMS) | 2.02 % | |
| Chico's FAS, Inc (CHS) | 1.98 % | |
| Whiting Petroleum Corporation (WLL) | 1.92 % | |
| Rock-Tenn (RKT) | 1.86 % | |
| View Holdings | ||
Small Growth
Average
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Quote data provided by Interactive Data. Historical prices provided by Prophet. © [2007] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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